JDM Financial Group LLC
Q2 2025 13F Holdings
- Locationaustin, TX
- Num holdings
260
- Value ($000)
$211,916
- Date Filed08/04/2025
- Form type13F-HR
- CIK0001960212
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $37.37M | 18 % | 65,784 | ||
BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF | ETF | 09661T107 | $27.85M | 13 % | 235,158 | ||
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 78463X889 | $17.12M | 8 % | 422,738 | ||
IVV ISHARES S&P 500 INDEX | ETF | 464287200 | $15.15M | 7 % | 24,404 | ||
XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | ETF | 09789C788 | $12.69M | 6 % | 252,185 | ||
VO VANGUARD MID CAP | ETF | 922908629 | $11.51M | 5 % | 41,139 | ||
VB VANGUARD SMALL-CAP ETF | ETF | 922908751 | $10.81M | 5 % | 45,621 | ||
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF | ETF | 78463X509 | $8.58M | 4 % | 200,763 | ||
VNQ VANGUARD REIT INDEX ETF | ETF | 922908553 | $6.27M | 3 % | 70,441 | ||
SPY SPDR S&P 500 ETF TRUST | ETF | 78462F103 | $5.76M | 3 % | 9,318 |
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